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SW

Samuel Wisneski

TRUEWEALTH FINANCIAL PARTNERS
De Pere, WI
Some features on this profile are disabled
CRD#: 7684934
SW

Professional summary

Samuel Wisneski, who also goes by Samuel Leonard Wisneski, Sam Wisneski, is a registered financial advisor currently at TRUEWEALTH FINANCIAL PARTNERS located in De Pere, Wisconsin.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Samuel has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Samuel Leonard Wisneski | Sam Wisneski

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Wisneski's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 5, 2026 - Present

TRUEWEALTH FINANCIAL PARTNERS

RIA
CRD#: 316079
De Pere, WI
Past

March 31, 2025 - April 2, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MIDDLETON, WI
Past

October 25, 2023 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
TUKWILA, WI
Past

February 28, 2023 - April 2, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MIDDLETON, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TRUEWEALTH FINANCIAL PARTNERS
TRUEWEALTH FINANCIAL PARTNERS | TRUEWEALTH FINANCIAL PARTNERS, LLC

CRD#: 316079 / SEC#: 801-122242

RIA
Registered Investment Advisory firm - (9/3/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(5/5/2026)
IAR
Wisconsin
(5/5/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/20/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/27/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/26/2022
Securities Industry Essentials Examination

Current Firm

TF
TRUEWEALTH FINANCIAL PARTNERS
TRUEWEALTH FINANCIAL PARTNERS | TRUEWEALTH FINANCIAL PARTNERS, LLC

CRD#: 316079 / SEC#: 801-122242

RIA
Registered Investment Advisory firm - (9/3/2021 Approved)
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Contact information

Main Address
915 118th Ave Se, Suite 140, Bellevue, WA 98005
Mailing Address
Phone number
(425) 615-7360
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE WITH APPENDIX 1 (3/16/2026)

Regulatory assets under management

Total Number of Accounts477
AUM (Assets Under Management)$ 273,719,158

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRUEWEALTH FINANCIAL PARTNERS

CRD#: 316079De Pere, WI

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